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West Chester

Lauren Marchese


Financial Planning Coordinator

As a Financial Planning Coordinator at Legacy Planning, I support the advisors in the West Chester office by creating comprehensive financial plans and modeling estate, trust, charitable, education, business, and retirement planning strategies to help our clients pursue their financial goals.

My strengths lie in my analytical skills and attention to detail which allows me to effectively oversee the analysis and investment research of existing and proposed client portfolios.

I graduated with a Bachelor of Science in Economics and Finance from West Chester University. After completing my college internship with Legacy, I decided to join the team full time in 2016. I have earned a Certificate in Financial Planning from Wake Forest University and I hold the Certified Financial Planner™ designation. I am also a Registered Representative with Commonwealth Financial Network.

In my free time I enjoy traveling, volunteering, and spending quality time with family and friends.

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